+247.0%
SU vs SSNC
+1,021.3%
-774.3%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.4% | +3.0% | +2.2% |
| 7D | +1.6% | -3.9% | +5.5% | +3.1% |
| 30D | +10.7% | -0.2% | +10.9% | +10.6% |
| 3M | +13.5% | +15.9% | -2.4% | +5.9% |
| 6M | +21.8% | +7.5% | +14.4% | +16.6% |
| YTD | +58.8% | -8.2% | +67.1% | +61.3% |
| 1Y | +72.0% | -9.3% | +81.4% | +75.0% |
| 3Y | +121.7% | +48.5% | +73.3% | +78.8% |
| 5Y | +350.4% | +16.0% | +334.4% | +297.5% |
| 10Y | +264.7% | +169.2% | +95.5% | +123.4% |
| All | +247.0% | +1,021.3% | -774.3% | +1.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SSNC.
Daily Out/Under-Performance
Portfolio return minus SSNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SSNC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded SSNC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling